Truist Financial Corp. (tfc 4.75 Perp R)Preferred / convertible
13F holders, Q2 2025 (June 30)6holders +1
1new positions
0sold out
$18.93avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Truist Financial Corp. (tfc 4.75 Perp R) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($398K), PNC Financial Services Group, Inc. ($34K) and United Community Bank ($11K).
- Company
- Truist Financial Corp. (tfc 4.75 Perp R)
- CUSIP
- 89832Q695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 92 shares bought and 545 shares sold, net −453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Ethos Financial Group, LLC | — | No change | 20,971 | $398K |
| PNC Financial Services Group, Inc. | — | Reduce -23.1% | 1,819 | $34K |
| United Community Bank | — | No change | 600 | $11K |
| 1620 Investment Advisors, Inc. | — | No change | 350 | $7K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $2K |
| Lanark Financial, Inc. | — | New | 92 | $1K |
"% of holder's portfolio" is TRUIST FINANCIAL CORP (TFC 4.75 PERP R)'s weight in each manager's 13F, not the share of Truist Financial Corp. (tfc 4.75 Perp R) the manager owns.